Advisor at Salem Advisory Group LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Salem Advisory Group LLC
Location
Wells, ME 04090
Credentials
ChFC®, Series 63
Industry experience
43 years
Warren Berger is a financial advisor with Salem Advisory Group LLC, holding the ChFC® and Series 63 designations and bringing 42 years of industry experience. He has been with Salem Advisory Group since 2009 and also worked at Lamaine Industries from 2011 to 2023. Salem Advisory Group serves individual investors, trusts, estates, charitable organizations, and employer-sponsored retirement plans, offering fee-based investment management and financial planning. The firm tailors investment strategies to client goals and risk tolerance using a combination of fundamental and technical analysis, with account reviews at least quarterly.
Based on Salem Advisory Group LLC
Based on Salem Advisory Group LLC
$0 - $999,999: 0.1% - 1.50%, Negotiable $1,000,000 - $2,499,999: 0.1% - 1.25%, Negotiable $2,500,000+: 0.1% - 1.25%, Negotiable
Commissions from insurance product sales at non-negotiable rates; paid at time of purchase.
Fee-only: Annual fees based on assets under management, negotiable within stated ranges.
1332 Post Road, Suite 2 A
Wells, ME 04090
Maine · New Hampshire · Ohio
Salem Advisory Group, LLC
2015 - Present (11 years)
Lamaine Industries
2011 - 2023 (12 years)
Salem Advisory Group, LLC
2009 - Present (17 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®, Series 63, Series 65
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Sonder Partners
CFP®, Series 63
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Salem Advisory Group LLC
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